AIM

Acropolis Investment Management Portfolio holdings

AUM $2.22B
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$4.53M
3
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.37M

Top Sells

1
+$1.38M
2
+$1.05M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$380K 0.02%
2,087
-663
177
$362K 0.02%
710
178
$358K 0.02%
2,726
-27
179
$357K 0.02%
511
180
$354K 0.02%
8,700
181
$352K 0.02%
6,089
-3,430
182
$349K 0.02%
443
+17
183
$334K 0.02%
5,339
+14
184
$334K 0.02%
13,785
-1,883
185
$334K 0.02%
668
+4
186
$332K 0.02%
+2,935
187
$330K 0.02%
1,614
+27
188
$326K 0.02%
1,267
+49
189
$322K 0.02%
2,540
190
$320K 0.02%
14,495
+800
191
$319K 0.02%
9,500
+480
192
$317K 0.02%
6,001
-587
193
$317K 0.02%
887
+4
194
$307K 0.02%
6,248
+11
195
$305K 0.02%
+770
196
$304K 0.02%
2,391
+4
197
$304K 0.02%
3,643
+11
198
$301K 0.02%
4,485
+21
199
$301K 0.02%
4,800
200
$299K 0.02%
5,662
-165
6 7
8
9 10